Short answer
Open Settings and the Payroll tab, then find Hours goals. Set a goal for the agency, Each work week or Each month, and use Add a goal for a caregiver for anyone with their own target. Press Save goals. A goal card showing completed, still booked and canceled hours against the goal appears on Analytics, Payroll and Reports once a goal is set, and you can add the Hours goal block to any page. Caregivers see their own goal in the app only if you turn on Caregivers see their own goal in the app; it is off by default.
Step by step
- Open Settings and the Payroll tab.
- Under Hours goals, set the agency goal for each work week or each month.
- Add a goal for a caregiver if someone has their own target.
- Press Save goals.
Good to know
- Each caregiver only ever sees their own goal and hours, never the agency’s or a colleague’s.
- Nothing changes on anyone’s pages until a goal is set.